HAUZ vs. RESGX
Compare and contrast key facts about Xtrackers International Real Estate ETF (HAUZ) and Glenmede Responsible ESG U.S. Equity Portfolio (RESGX).
HAUZ is a passively managed fund by DWS that tracks the performance of the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index. It was launched on Oct 1, 2013. RESGX is managed by Glenmede. It was launched on Dec 22, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAUZ or RESGX.
Performance
HAUZ vs. RESGX - Performance Comparison
Returns By Period
In the year-to-date period, HAUZ achieves a -2.44% return, which is significantly lower than RESGX's 13.03% return.
HAUZ
-2.44%
-5.79%
-0.72%
7.22%
-2.98%
1.32%
RESGX
13.03%
0.73%
7.89%
21.41%
9.98%
N/A
Key characteristics
| HAUZ | RESGX | |
|---|---|---|
| Sharpe Ratio | 0.41 | 1.74 |
| Sortino Ratio | 0.67 | 2.42 |
| Omega Ratio | 1.08 | 1.30 |
| Calmar Ratio | 0.23 | 2.33 |
| Martin Ratio | 1.46 | 8.54 |
| Ulcer Index | 4.33% | 2.48% |
| Daily Std Dev | 15.35% | 12.18% |
| Max Drawdown | -39.51% | -37.80% |
| Current Drawdown | -22.01% | -3.02% |
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HAUZ vs. RESGX - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than RESGX's 0.85% expense ratio.
Correlation
The correlation between HAUZ and RESGX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
HAUZ vs. RESGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and Glenmede Responsible ESG U.S. Equity Portfolio (RESGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HAUZ vs. RESGX - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 3.82%, more than RESGX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.82% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
RESGX Glenmede Responsible ESG U.S. Equity Portfolio | 0.88% | 0.92% | 1.17% | 0.78% | 0.82% | 1.02% | 1.08% | 0.51% | 0.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
HAUZ vs. RESGX - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, roughly equal to the maximum RESGX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for HAUZ and RESGX. For additional features, visit the drawdowns tool.
Volatility
HAUZ vs. RESGX - Volatility Comparison
Xtrackers International Real Estate ETF (HAUZ) has a higher volatility of 4.50% compared to Glenmede Responsible ESG U.S. Equity Portfolio (RESGX) at 3.63%. This indicates that HAUZ's price experiences larger fluctuations and is considered to be riskier than RESGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.